| BUY | 22.560 | Duncan Stewart | It is not a great time for this company. PC sales are going up but the pricing is coming down. They continue to fight AMD (AMD-N) very hard on price so gross margins are not quite what they should be. However, as a 5-year hold in the technology space, this is probably one of his top 2 picks. Doing very well in the semiconductor design space. | 2008-04-25 | |
| BUY | 21.870 | Pat Naccarato B.Math, MBA,CFA | Likes companies that have dominant market share. Dropped in the last quarter because of an announcement of gross margin pressures on their Flash business. This is a very small component of their business. Risk/reward is positive. | 2008-04-07 | |
| PAST TOP PICK | 20.770 | Brian Acker, CA | (A Top Pick Mar 8/07. Up 10% including dividends.) Same valuation today as it was a year ago so it is an excellent opportunity in technology. He would buy it here at around $20. In a month would sell at about $22-$24 as the model price would have decreased, and get in again in the fall sometime. Model price is $28.48, a 37% upside. | 2008-02-27 | |
| BUY on WEAKNESS | 21.210 | Howard Sutton | Global domination in processors. Trading at about 14X current earnings and about 12X next year's earnings. If it pulls back to $18-$18.50, it's a wonderful entry point. | 2008-02-13 | |
| DON'T BUY | 20.290 | David Burrows | A play on global economy however; this is a company that is getting hurt because of economic concerns. There is less of a secular trend on the PC side. Notebooks are a positive for them but the last revenue report was disappointing. He would prefer CREE (CREE-Q), which is also a chip company and is trading very close to its highs. | 2008-01-28 | |
| Comment | 26.410 | Brian Acker, CA | His model price is $29.78, a 14% positive differential. | 2007-12-20 | |
| WEAK BUY | 25.940 | David Driscoll | Looks fairly cheap. Their competitors are suffering. They’ve got lots of capital/cash to put into Research and development/ design. | 2007-10-25 | |
| PAST TOP PICK | 25.480 | Peter Hofstra | (Up 23%, Dec. 2006)He is still holding and expecting good things. Still likes it. | 2007-10-16 | |
| BUY | 25.880 | Brian Acker, CA | The model price is $29.17, a 13% upside. | 2007-10-10 | |
| BUY | 23.920 | David Burrows | Fits in both the growth and global growth camps. Semiconductors started to perform better over the last 3 months than the market itself. Prefers Applied Materials (AMAT-Q). Cheap. | 2007-08-09 | |
| HOLD | 25.060 | Alex Ruus | Good solid blue chip tech company. Has a little bit further to run. Consider taking profits in the high $20's. | 2007-07-18 | |
| BUY on WEAKNESS | 24.100 | John O'Connell, CFA | Had a bit of a spike recently. They have the resources to continue to spend and becoming very competitive players. Try to buy in the $20-$22 area. | 2007-06-19 | |
| PAST TOP PICK | 21.500 | Peter Hofstra | (A Top Pick Jun 15/06. Up 20.3%.) Fundamentally undervalued and positioned to do well in both the near-term and long-term. A Buy. | 2007-04-30 | |
| Comment | 22.258 | John Zechner | Semiconductor industry looks like it has gone through its bottom. Last quarter was a little better than expected. Story is looking better. AMD (AMD-N) doesn't seem to be a threat. | 2007-04-25 | |
| WEAK BUY | 21.940 | David Burrows | Semiconductor stocks have not been performing well so far over the last 4 months. This one is a bellwether of the group. Performing better and recent numbers were positive. Technically, he would like to see the stock trade through $23. Would also like to see better earnings revisions. | 2007-04-24 | |
| BUY | 20.500 | Brian Acker, CA | Loves this one. His upside from the model price is around 35%-40%. Tremendously mispriced. | 2007-04-12 | |
| Comment | 20.100 | David Baskin | A fabulous company with brilliant engineers. In a very competitive market. There are all kinds of interesting technological developments in the chip industry. You might have to be patient. With an 18-24 time horizon, it might be good time to buy. 2007 could be rocky. | 2007-04-09 | |
| DON'T BUY | 18.860 | Norman Levine | NASDAQ stocks in general look very dangerous here. Tech stocks went up too far. You are entering a new PC cycle, but sales are nowhere near where expected. | 2007-03-28 | |
| PAST TOP PICK | 19.160 | Peter Hofstra | (A Top Pick July 10/06. Up 5.4%.) Still likes. Expects a lot more upside. | 2007-03-22 | |
| DON'T BUY | 19.120 | Norman Levine | There is a problem with the PC cycle, which is dependent on new operating systems. Microsoft (MSFT-Q) has come out with a new when that is not exactly flying off the shelves. | 2007-03-13 | |
| TOP PICK | 19.230 | Brian Acker, CA | Had a nice fall and is perfectly mispriced. The model price is $25.23, a 32% positive differential. He is 31% overweight in Technology. | 2007-03-08 | |
| BUY | 21.110 | Brian Acker, CA | Came close to buying the stock this month, but got edged out for better value elsewhere. His model price is $24.90. A 19% positive differential. | 2007-02-01 | |
| BUY | 21.040 | Brian Acker, CA | His model price is $25.21. A 20% positive differential. | 2007-01-17 | |
| HOLD | 22.130 | Paul Harris, CFA | Missed their numbers and will give new guidance. | 2007-01-15 | |
| TOP PICK | 20.900 | Peter Hofstra | (A Top Pick July 10/06. Up 15.7%.) 2004 was a bad year for them and they had to really retrench. Sold off one business and got back to their core. Demand is much higher than people are anticipating. More than 50% of their revenue is from outside the US., | 2006-12-06 | |
| BUY | 21.220 | John Manley | On a gradual uptrend. Not a bad entry point. Technology has been very strong. | 2006-12-04 | |
| DON'T BUY | 20.800 | Ian Nakamoto | Battling with AMD in terms of prices, etc. Has 80% market share, so it's tough to see them gaining more market share. | 2006-11-07 | |
| TOP PICK | 21.260 | Peter Hofstra | Feels the worst of AMD threat is over. They have really had to retrench. 2004 was the dog year for them. Have bottomed. | 2006-10-30 | |
| DON'T BUY | 21.330 | David Driscoll | Low man on the totem pole. Supply chain. All the semi-conductors are getting killed right now from the standpoint that they’ve built up their inventory, increased production and now have nobody to sell to. | 2006-10-20 | |
| BUY on WEAKNESS | 20.890 | Jonathen Wellum, B. Comm, B. Sc | A foundational business to the whole technology industry and chip market. If you can buy below $20 and are in for the long haul, it would be hard not to make money on this. | 2006-10-10 | |
| TOP PICK | 19.680 | Peter Hofstra | Prefers this over Advanced Micro Devices (AMD-Q). They had a terrible 2004 while AMD had an exceptional 2004. This is the time you need to look at this. A tremendous bargain at this price. | 2006-08-29 | |
| TOP PICK | 18.560 | Jonathen Wellum, B. Comm, B. Sc | This is going to be a tug-of-war with Advanced Micro Devices (AMD-N). They are both strong, strong players. This one has free cash flow at 6% plus cash on a balance sheet. | 2006-08-17 | |
| DON'T BUY | 17.590 | Brian Acker, CA | His model price continues to erode as interest rates move up and earnings guidance moves down. His model price is currently $20.77, a positive 17.6% differential. | 2006-08-02 | |
| DON'T BUY | 17.470 | David Baskin | Great company, but is in a dog fight with Advanced Micro Devices (AMD-N) and other chip makers and margins are being compressed. Very expensive and capital intensive to build chip factories. | 2006-07-27 | |
| TOP PICK | 18.180 | Peter Hofstra | Came out with new products that have responded well to AMD competition. Getting very price aggressive which they can afford to be since they have the most advance factories and to make the most money on the most advance chips. | 2006-07-10 | |
| TOP PICK | 18.120 | Peter Hofstra | Quality name that allows you to sleep at night knowing that the business is going to keep going. A long-term hold. New products are selling extremely well. | 2006-06-15 | |
| HOLD | 19.580 | Brian Acker, CA | His model price is $24 but was $30 in December. Has atrophied down. This can also be seen in the price action. Would like to see the earnings estimates move up and some positive good news. | 2006-05-10 | |
| BUY | 19.390 | Paul Harris, CFA | A premier company. Advanced Micro Devices (AMD-N) has been taking market share away from them. They are coming out with a number of products, which should help. A tough business to be in. Buying at these valuations should make you money in the long-term. | 2006-04-18 | |
| WEAK BUY | 19.450 | John Zechner | A little concerned that they are losing market share. Wouldn't be on comparable owning it, but there are better things to own in US growth stocks. | 2006-04-13 | |
| BUY | 19.160 | Peter Hofstra | Has been in a bit of a war. Advanced Micro Devices (AMD-N) has done very well. If you look at the 2 charts, they are very divergent. Because of its price weakness, now is the time to look at Intel. He has been buying below $20. | 2006-04-11 | |
| SELL | 19.360 | David Burrows | The semiconductor group, year-to-date, has done quite well. This one is the largest in the group and is doing very poorly. Their market focus on is the desktop and the PC and has been in a price war with AMD. They are about a year away from the next-generation chip. | 2006-04-10 | |
| BUY | 19.820 | Brian Acker, CA | His model price is $24.81 giving a positive differential of 27%. Any bit of news on this company and he feels the stock will pop. | 2006-03-29 | |
| TOP PICK | 19.980 | Peter Hofstra | Feels that the knock on Intel has been overdone. A great long-term franchise. Continues to have a commanding lead at the most cost-effective operations. Pays a dividend that will grow. A good entry point. | 2006-03-22 | |
| BUY | 21.490 | Ian Ainsworth | Very much like all the big cap tech stocks. Pretty cheap judging by its historical valuation. Losing market share to AND (?). It's a BUY in the first-half of this year. In the end it will capitalise on its manufacturing strength. | 2006-01-26 | |
| BUY on WEAKNESS | 25.520 | Brian Acker, CA | Would buy at $22.40. | 2006-01-17 | |
| BUY | 25.970 | Howard Sutton | Has got a very broad portfolio. It's getting hurt at the high-end server market, but is moving on the capX side to help gross margins by using the latest and greatest semiconductor fabrication equipment. Also diversifying into other areas. | 2005-12-22 | |
| WEAK BUY | 24.870 | Ian Ainsworth | Along with the large technology companies has a problem in growth. When you are as big as they are it's hard to generate revenue growth.90% of their business is PC's effectively. The stock trades at 18 X earnings which is pretty nice. Has a 2% yield. Prefers companies that are smaller in size, but have the growth potential. | 2005-11-16 | |
| BUY | 23.110 | John Sinkins, CFA | There has been a little bit of concern in the semi-conductor industry. There is a lot of value in this company. If you have a long term investment horizon, this is a good entry point. | 2005-10-25 | |
| DON'T BUY | 25.460 | David Burrows | A world player. There is not a more dominant company in the semi conductor area. The problem with these companies is that they are having a hard time growing the business at a rate that would mean the shares should trade at a higher price. | 2005-08-25 | |
| WEAK BUY | 27.330 | Paul Harris, CFA | Coming out with a lot of products. One of the premier companies in the semi-conductor sector. New management is changing the platform. Would prefer it a litttle bit cheaper. | 2005-06-03 | |
| BUY | 24.020 | Peter Hofstra | Valuation is very promising for a strong return. Excellent 4th quarter. A big business, but they are very committed to growth. Attacking the wireless market through their flash offering which gets imbedded into cell phones. Likes it into the high $20's. $30 and beyond would look for other opportunities. Likes both Intel and Applied Materials (AMAT-Q). | 2005-02-21 | |
| HOLD | 24.010 | Don Vialoux | In a period of seasonal strength. Company has given positive guidance for the 4th quarter. Hold for now, but WATCH the stock around the end of January. | 2004-12-06 | |
| TOP PICK | 24.160 | Gretchen Lash | Has a positive outlook for next year because they messed up so much this year. Expects earnings acceleration next year. | 2004-11-19 | |
| WEAK BUY | 23.170 | Bob Stodgell | Likes the management changes. Have increased their dividends and have had a share buy-back. However, not sure where the demand for tech is. Not a tech expert, but feels it has possibilities. | 2004-11-11 | |
| TOP PICK | 20.130 | Frank Cappiello | Likes big companies that have a lot of working assets. A supremely good chip company at a very cheap price. | 2004-09-24 | |
| PAST TOP PICK | 20.800 | John Sinkins, CFA | (A Top Pick Dec 29/03. Down 35%.) Bought more on dips. | 2004-09-13 | |
| DON'T BUY | 19.720 | Andrew McCreath | They have 80/90% of the global chip market. A commodity business. We'll have to reinvent themselves as a company with proprietary products. | 2004-09-08 | |
| SELL | 22.020 | Norman Levine | This is a semi-conductor company. Take the loss and move on until the cycle changes because down-trend in the cycle will not change any time soon. | 2004-08-27 | |
| DON'T BUY | 22.100 | Danny Tomka | This stock may go lower than what it is now. It seems to slow down here. | 2004-08-26 | |
| WEAK BUY | 24.241 | David Baskin | Has become a commodity so they have multiple compression. People are not willing to pay as much as they were before. | 2004-07-29 | |
| TOP PICK | 23.460 | John Sinkins, CFA | Semiconductors were hit very hard. Trading at a 17 multiple. Economy is still growing. A cash machine. Good price. Could get a little cheaper. | 2004-07-28 | |
| DON'T BUY | 23.270 | Mark Jackson, CFA | Will be hard-pressed to show fairly good growth. Valuation looks expensive and the tech sector seems to be rolling over. | 2004-07-27 | |
| WAIT | 26.140 | Ian Ainsworth | Has corrected, but not as much as some of the other semiconductor companies. His preference would be Texas Instruments. Would buy, but wait until after the quarter. | 2004-07-13 | |
| WEAK BUY | 25.920 | Ray Steele | Intel will meet/exceed earnings expectations. Will be upside/growth in industry. | 2004-07-12 | |
| TOP PICK | 26.560 | Bob Froehlich | Not a conservative play. Believes that the 50% accelerated tax depreciation will bring some demand in at the end of the year. | 2004-07-09 | |
| BUY | 27.950 | Reza Samahin | Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company. | 2004-06-24 | |
| PAST TOP PICK | 28.640 | Brad Willock | (Top pick Feb 3, 2004 down 4.6%) A leader in its industry. | 2004-06-11 | |
| TOP PICK | 27.050 | Frank Cappiello | Has come down to a good point for buying. Going to have good margins this year. | 2004-05-14 | |
| TOP PICK | 27.050 | Nicholas Sargen | A premier name. Has sold off significantly. | 2004-05-14 | |
| TOP PICK | 27.770 | John Sinkins, CFA | Inventory levels are very high because they are expecting big demands for their chip in the second half of this year. Valuation is probably the best it has ever been. | 2004-05-11 | |
| BUY | 26.430 | Reza Samahin | The guerrilla in the semiconductor space. Very good at manufacturing and they're ramping up their latest manufacturing capabilities. Concede margin expansion. Some inventory buildup. | 2004-05-07 | |
| BUY | 26.275 | Peter Arender, CFA | At the beginning of the year, the stock looked overpriced. Has fallen by 30% and very close to be considered "not a bad buy". | 2004-04-21 | |
| WEAK BUY | 27.190 | Glenn Paradis, BA, CFA | Supply and demand is certainly working for them. Stock is not cheap. Not a bad play, but risky. | 2004-03-18 | |
| PAST TOP PICK | 27.980 | John Sinkins, CFA | (A top pick Dec 29/03. Down 14%.) Dropped because they guided down their mid-quarter revenues to the lower range. Should still see strong growth margins. Generates big cash flow. | 2004-03-09 | |
| WATCH | 29.040 | Larry Berman CFA, CMT, CTA | The 200 day moving average is probably $.50 below the market and will probably test that over the next few days. There should be some decent support there for trading. The closer to $25 the better. | 2004-03-03 | |
| TOP PICK | 30.570 | Brad Willock | Little competition. Made changes in cost structure. Earnings are large. Take your time to buy this stock. | 2004-02-10 | |
| BUY | 32.890 | Paul O'Neil | Has a lot going for it right now. Killing their competition. Entered the wireless area successfully. Promoting their wireless 802.1 laptops. Phenomenal balance sheet. | 2004-01-16 | |
| TOP PICK | 32.150 | John Sinkins, CFA | Dominates its market. With PC demand coming back, expects to see earnings to increase 50/60% in 2004. | 2003-12-29 | |
| HOLD | 33.148 | Norman Levine | Long-term outlook is good. The leader in their sector. Stock has doubled in a year and a lot of expectation has already been built in. Good for the long term. Would consider it a buy at under $30. | 2003-12-04 | |
| TOP PICK | 34.040 | John Sinkins, CFA | Looks like chip shipments are increasing rapidly. Not an expensive stock as far as NASDAQ stocks go. P/E is 30 X next year's earnings. | 2003-11-03 | |
| WEAK BUY | 31.080 | Glenn Paradis, BA, CFA | Business is improving significantly. Semiconductor business is very cyclical. Should buy when they are completely beaten down and sell when they get close to the top of their cycle. Not cheap. Short-term, expect a pullback in technology. | 2003-10-24 | |
| DON'T BUY | 31.660 | Brian Acker, CA | Model price is $23. Has a momentum, so could go higher. | 2003-10-17 | |
| BUY | 29.180 | Bob Stodgell | Economy is starting to show signs of recovery and this will affect tech stocks. If you're going to be into tech, Intel is the one you want. | 2003-09-18 | |
| BUY on WEAKNESS | 24.060 | Larry Berman CFA, CMT, CTA | Has traded up towards its top during the last year. Be cautious over the next few months. Buy in the $20/21.50 range. | 2003-07-21 | |
| WAIT | 24.930 | Brad Willock | Manufacturing of processors is rising at about 10%, but computers are rising at only 5%. Not sure why. | 2003-07-17 | |
| BUY on WEAKNESS | 21.381 | David Burrows | The next couple of quarters could get better for them. Buy on pull backs within its trading range. Use a stop/loss of 10/15%. | 2003-06-04 | |
| DON'T BUY | 19.500 | Robert McWhirter | PC sales are not expected to be brisk. Pretty good opportunities on the wireless side. | 2003-05-16 | |
| DON'T BUY | 15.380 | David Baskin | Not sure if the bottom has been reached. | 2003-02-06 | |
| DON'T BUY | 15.850 | Robert McWhirter | Ranks in the middle of their quant model. Positive earnings, but fully valued. | 2003-01-24 | |
| SHORT | 15.400 | Brian Acker, CA | Will drop to $13. | 2002-12-27 | |
| DON'T BUY | 17.890 | Bob Stodgell | As conservative investors, the multiples are too high for them. | 2002-12-17 | |
| BUY on WEAKNESS | 18.710 | Paul O'Neil | Buy in the low teens. A great company. | 2002-12-06 | |
| TOP SHORT | 17.610 | Howard Sutton | No growth this year and modest or no growth next year. 36 X earnings is too high. | 2002-10-30 | |
| WAIT | 13.710 | Robert McWhirter | Ranks borderline in the bottom third of their quantitative model. Estimates have dropped. Has earnings growth. | 2002-10-04 | |
| DON'T BUY | 14.670 | Joe Connolly | On their watch list. Don't expect any growth this year. | 2002-10-01 | |
| BUY | 16.110 | Brian Acker, CA | Likes the valuations. Good balance sheet and good earnings. | 2002-09-04 | |
| DON'T BUY | 17.960 | David Burrows | Should participate in the current rally, but has a low growth rate. | 2002-08-23 | |
| BUY | 18.290 | John Sinkins, CFA | One of the better semi-conductor names. Also Likes Taiwanese. | 2002-08-14 | |
| DON'T BUY | 16.510 | Robert McWhirter | Ranks in the lower part of their database. Too early yet. | 2002-08-03 | |
| TOP PICK | 18.250 | Ray Steele | Expects the market will turn. A leader. | 2002-07-11 | |
Experts that have talked about Intel
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